Shelton Capital Management’s Kansas City Southern KSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-14,781
| Closed | -$2.67M | – | 833 |
|
|
2020
Q3 | $2.67M | Buy |
+14,781
| New | +$2.67M | 0.11% | 200 |
|
|
2019
Q1 | – | Sell |
-5,911
| Closed | -$564K | – | 853 |
|
|
2018
Q4 | $564K | Sell |
5,911
-200
| -3% | -$19.1K | 0.04% | 280 |
|
|
2018
Q3 | $692K | Sell |
6,111
-1,500
| -20% | -$170K | 0.04% | 281 |
|
|
2018
Q2 | $806K | Sell |
7,611
-500
| -6% | -$53K | 0.05% | 254 |
|
|
2018
Q1 | $891K | Sell |
8,111
-3,800
| -32% | -$417K | 0.06% | 246 |
|
|
2017
Q4 | $1.25M | Sell |
11,911
-14,000
| -54% | -$1.47M | 0.08% | 199 |
|
|
2017
Q3 | $2.82M | Buy |
25,911
+17,100
| +194% | +$1.86M | 0.19% | 119 |
|
|
2017
Q2 | $922K | Buy |
+8,811
| New | +$922K | 0.07% | 245 |
|